Assembly

Branded client portals with AI-powered CRM for teams

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Assembly (formerly Copilot) provides businesses with white-labeled customer portals where clients can message, pay bills, and share files securely. It includes an AI-powered CRM for internal team management of customer relationships. Designed for service businesses and agencies needing a unified client communication and billing hub.

At a glance

Company
Assembly (formerly Copilot)
Pricing
freemium (from $29)/mo
API available
Yes
Self-hostable
No
Launched
2025-09
Last verified
2026-05-11

Capabilities

ragclient-portalbilling-integrationsecure-messagingcrmwhite-labeling

Categories

productivitydata

Alternatives

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